|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$9.9億
|
+$2億
|
+11,583,268
|
+25%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$4361万
|
+$33.8万
|
+19,562
|
+0.8%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2739万
|
-$135万
|
-77,996
|
-5%
|
|
|
4
|
Tiedemann Advisors
New York
|
$1616万
|
+$1224万
|
+708,660
|
+291%
|
|
|
5
|
Delphi Private Advisors
San Diego,
California
|
$1291万
|
+$65.7万
|
+38,002
|
+5%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$931万
|
+$15.3万
|
+8,868
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$748万
|
+$5.98万
|
+3,462
|
+0.8%
|
|
|
8
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$671万
|
+$64.4万
|
+37,250
|
+10%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$558万
|
-$284万
|
-164,102
|
-34%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
$544万
|
+$62万
|
+35,860
|
+13%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$539万
|
+$20.8万
|
+12,020
|
+4%
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
$471万
|
+$77.4万
|
+44,824
|
+20%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$337万
|
+$186万
|
+107,494
|
+124%
|
|
|
14
|
|
$260万
|
+$258万
|
+149,558
|
新規
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$254万
|
+$34.5万
|
+19,966
|
+16%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$250万
|
+$66万
|
+38,180
|
+36%
|
|
|
17
|
Strategic Advisors
New York
|
$229万
|
+$64.5万
|
+37,320
|
+39%
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$209万
|
–
|
–
|
–
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$194万
|
-$5.87万
|
-3,400
|
-3%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$192万
|
+$12.1万
|
+6,984
|
+7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$166万
|
-$27.7万
|
-16,042
|
-14%
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$142万
|
+$129万
|
+74,654
|
+1,082%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$127万
|
-$31.5万
|
-18,256
|
-20%
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
$106万
|
+$106万
|
+61,108
|
新規
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$96.1万
|
+$10.8万
|
+6,254
|
+13%
|
|
